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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,150 | $160,070+176.8% | $147,117+201.2% | $145,897+203.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $20,321 | $5,285+284.5% | $4,932+312.0% | $4,663+335.8% |
| Participant deferral / active EE | $14,444 | $8,419+71.6% | $8,065+79.1% | $6,689+115.9% |
| Admin fee / account holder | $245 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |